Sep 17, 2026
Sep 17, 2026
Sep 17, 2026
Sep 17, 2026
Sep 17, 2026
Sep 17, 2026
Sep 16, 2026
Sep 16, 2026
James Wright · 35 minutes ago
about 4 hours ago
Apollo chief economist Torsten Slok says widening credit default swap spreads on hyperscaler debt point to weakening credit fundamentals, not routine hedging. The 60 basis point gap against bank debt raises an uncomfortable question about how the AI buildout is being financed, and what happens if that funding gets more expensive.
about 7 hours ago
Peter Schiff argues the bond market broke six years ago and the unwind is still running. Gold at $5,500 and Bitcoin sitting 23% off its highs is the evidence he keeps pointing at. Here's what his thesis actually gets right, and where it falls apart.
about 8 hours ago
The Federal Reserve raised rates to 3.75% to 4% on Wednesday, its first hike in three years, and Bitcoin swung before flattening out near $75,813. New Chair Kevin Warsh says inflation is still too high, which means the cheap-liquidity trade crypto loves stays off the table for now.
about 8 hours ago
The FCA's new guidance spells out which crypto activities need authorization in the UK, and the application window opens in September. Small studios, NFT marketplaces, and staking services are about to find out the hard way that they're on the list.
about 8 hours ago
Solana's V1 transaction format went live Sept. 15, raising the per-transaction data ceiling to 4,096 bytes, while the 250ms slot reduction activates around 05:01 UTC on Sept. 18. Both land on a network that just processed 5.2 billion non-vote transactions in August. Here's why the slot cut matters less than you'd think.
about 8 hours ago
The Fed raised rates a quarter point to a 3.75% to 4.00% range on Wednesday, the first hike since 2023, with all 12 voting officials on board. The forecast is the real signal: 16 of 18 policymakers want at least one more move before year end.
about 9 hours ago
The Clarity Act failed a Senate procedural vote Tuesday, and by Wednesday the CFTC said it would write crypto market structure rules on its own. That's faster than Congress, but it comes with a catch nobody wants to talk about.
about 10 hours ago
Morgan Creek Capital CEO Mark Yusko says bitcoin is undervalued and the move is to accumulate, not panic. Here's why the framing matters more than the price call, and what would actually confirm it.
about 11 hours ago
Roughly 2.6 million BTC, about 13% of supply, sits in addresses that a future quantum computer could crack. The fix is a BIP-361 style migration with a five-year deadline, and it's forcing Asian exchanges and custodians to write contingency plans before anyone else does. Here's what the freeze debate actually means for your coins.
about 11 hours ago
Morgan Creek Capital CEO Mark Yusko says bitcoin's fair value is $105,000 based on Metcalfe's Law, and that the current $75,701 price is a discount worth accumulating. The gap exists for a reason, and the more interesting trade is happening on the rails underneath.
about 11 hours ago
DeFi Development Corp. just unlocked up to 30 million CHAD preferred shares through an at-the-market program. Everyone's quoting the $300 million headline. The number that should worry you is the $39 million in annual dividends sitting underneath it, and the roughly 16% effective cost of capital behind it.
about 11 hours ago
Ledger 106,965,249 set a transaction record on Sept. 13. It also moved about $3,400 in real value, with 20 accounts generating 2,000 near-worthless payments. Here's why the headline number means less than the fee burn.
about 12 hours ago
The Digital Asset Market Clarity Act has stalled in the Senate, and Saxo Bank's strategy desk says Coinbase carries more fallout risk than any peer because its trading business is wired straight into US market-structure rules. Here's how the timeline unfolded, who actually got hurt, and what happens between now and 2027.
about 14 hours ago
Iris, the settlement startup from ex-IBM Blockchain partner Jules Miller, is wiring stablecoins into Bolivia's VIVA telecom for cross-border payments and dollar reserves. No rip and replace, just a layer on top of rails that already reach millions of people. It's the clearest signal yet that stablecoin demand lives where banking is breaking.
about 14 hours ago
Celsius's bankruptcy estate is chasing 6,360 Bitcoin from BitMEX over the March 2020 liquidation cascade, and it filed just 11 days before the exchange shuts down for good. The timing isn't an accident. Here's what's actually at stake.